Bogart Wealth LLC’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693 | Buy |
+10
| New | +$693 | ﹤0.01% | 1267 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$6.33K | – | 1132 |
|
|
2022
Q4 | $6.33K | Hold |
100
| – | – | ﹤0.01% | 624 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 288 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 276 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2018
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 276 |
|